News and resources for Canada's top financial advisors
Est. 1998
Tax News
There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement
By Jacqueline Power |May 19, 2016
4 min read
Canadian and U.S. credits available for some disabled clients
By David Altro |February 19, 2016
Industry
78% say finances were tight when they were off work.
By Staff |February 16, 2016
1 min read
These trusts are excepted from the new rules for testamentary trusts
By Jacqueline Power |November 4, 2015
5 min read
Planning and Advice
One of the biggest investments your client’s made is his or her home. While most advisors know clients can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.
By Lisa MacColl |October 9, 2015
3 min read
One of the biggest investments you’ve made is your home. While you can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.
By Lisa MacColl |October 1, 2015
67% have not discussed the financial impacts of not working due to a disability
By Staff |September 29, 2015
Economic Indicators
Injured veterans would get lifelong pension, should Justin Trudeau be elected prime minister this fall.
By Staff, with files from The Canadian Press |August 24, 2015
2 min read
Here are a few choice items from the 2015 budget you may want to keep up your sleeve for planning conversations with key clients:
By Melissa Shin |April 21, 2015
When it comes to disability insurance, just 16% of Canadians have individual disability insurance outside of any workplace coverage, finds a survey by RBC. And with such a low adoption rate, the discussion about being prepared for a disability is important. Here are some articles to help start the conversation with clients. Help clients with […]
By Staff |March 6, 2015
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